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Financial Reporting Director
3 weeks ago
About Optio
Optio Incentives is a leading provider of equity compensation management solutions. We help private and publicly listed companies navigate the complexities of equity plans through innovative software and expert guidance.
The Role
We are seeking an experienced Financial Reporting Director to oversee our Customer Success team. As a leader, you will leverage your expertise in finance to ensure seamless delivery of financial reporting services, drive operational excellence, and foster client satisfaction.
Key Responsibilities
Team Leadership:- Mentor and develop the Financial Reporting customer success team to achieve high performance.
- Foster a collaborative culture that emphasizes professional growth and client satisfaction.
- Develop coaching methods to nurture top talent and help clients succeed.
- Provide escalation support for client concerns and resolve issues promptly.
- Oversee accurate and timely delivery of financial reporting services to clients and partners.
- Monitor team performance and implement process improvements to enhance efficiency and accuracy.
- Develop best practices for financial reporting and equity compensation management.
- Lead financial reporting education across the customer success organization.
- Collaborate with product managers and sales representatives on commercial processes as a domain expert in financial reporting.
- Develop partnerships relevant to financial reporting services.
- Contribute to the refinement of our platform and services by providing client feedback and insights.
Qualifications
- A degree in Finance, Business, or a related field. Advanced certifications (e.g., CFA, CPA) are a plus.
- Experience in audit, internal controller roles, accounting, or similar. Well-versed in IFRS 2 and similar accounting standards are a plus.
- At least 1-2 years of experience in a leadership role.
- In-depth knowledge of IFRS, IAS, other GAAPs, and equity compensation management.
- Exceptional communication and relationship-building skills.
- A data-driven mindset with strong analytical abilities and proficiency in tools like Excel.
- A collaborative team player who thrives in a fast-paced environment.
- Fluency in English is required; additional languages are an advantage.